J.P. Morgan Private Wealth Advisors LLC - PRINCIPAL EXCHANGE-TRADED FD ownership

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$754,498
+14.4%
17,612
+16.6%
0.00%
-33.3%
Q2 2023$659,35315,1020.00%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
Golden State Wealth Management, LLC 121,154$4,812,0001.06%
Horizon Investments, LLC 836,527$33,085,0000.98%
Segment Wealth Management, LLC 145,121$5,764,0000.68%
SHEETS SMITH WEALTH MANAGEMENT 64,461$2,560,0000.34%
Cornerstone Wealth Management, LLC 49,833$1,979,0000.21%
NewEdge Advisors, LLC 118,132$4,692,0000.12%
PRINCIPAL FINANCIAL GROUP INC 751,632$29,855,0000.02%
Graves Light Lenhart Wealth, Inc. 1,961$78,0000.01%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,526$100,0000.01%
ENVESTNET ASSET MANAGEMENT INC 277,557$11,025,0000.01%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders